Average Ratings 0 Ratings
Average Ratings 67 Ratings
Description
Taskrol is a comprehensive CRM and field service management solution designed for appliance repair businesses, catering to the needs of owners, dispatchers, and technicians alike. It enables efficient management of customers, job assignments, scheduling, estimates, invoices, payments, and technician workflows through both web and mobile applications. The platform features a calendar that allows teams to easily view their assigned and unassigned tasks, allocate technicians accordingly, and set aside time for breaks or other commitments. Additionally, Taskrol facilitates diagnostic authorization before any work commences, ensuring that diagnostic fees and customer confirmations are linked to the job and reflected on the invoice. Payroll calculations for technicians can be based on either an hourly wage or a share of the job's profit margin, providing flexibility in compensation methods. Moreover, a complimentary Solo plan is offered for individual operators, while more robust paid plans are available for expanding service teams, making it accessible for businesses of all sizes. This adaptability ensures that Taskrol can grow alongside a service team’s evolving needs.
Description
WEX FSM is an innovative cloud-based platform designed to enhance every facet of a contractor's operations, encompassing everything from scheduling and dispatch to invoicing, payments, reporting, and customer management. By integrating various workflow tasks, it allows technicians, office personnel, and clients to function within a unified system that features real-time location tracking, intuitive drag-and-drop scheduling, optimized routing for dispatch, and comprehensive customer history, which includes job details, equipment data, notes, and photos. The platform also facilitates the creation of quotes and proposals, management of pricing books, and provides immediate mobile invoicing and payment solutions. With capabilities for supporting recurring service plans, offering flexible financing options, and incorporating integrated payment processing, WEX FSM accelerates cash flow by minimizing delays associated with invoicing and collections. Furthermore, it offers seamless connectivity to accounting software like QuickBooks, extensive reporting and analytics tools for valuable business insights, and a dedicated mobile application that empowers field technicians to efficiently manage their tasks and receive payments on-site. This combination of features ensures that contractors can operate more efficiently and effectively in a competitive market.
API Access
Has API
No
API Access
Has API
No
Integrations
Azuga
No
Bluon
No
Profit Rhino
No
QuickBooks Desktop Premier
No
QuickBooks Desktop Pro
No
QuickBooks Enterprise
No
QuickBooks Online
No
Stripe
Yes
ThoughtSpot
No
Twilio
Yes
Integrations
Azuga
Yes
Bluon
Yes
Profit Rhino
Yes
QuickBooks Desktop Premier
Yes
QuickBooks Desktop Pro
Yes
QuickBooks Enterprise
Yes
QuickBooks Online
Yes
Stripe
No
ThoughtSpot
Yes
Twilio
No
Pricing Details
$0/month
Solo — $0/month, free forever: 1 company, 1 technician, unlimited jobs and customers; scheduling, map, parts, invoices and card payments. Not a trial, no credit card to start.
Basic — $29/month, 1 seat: everything in Solo plus AI-generated invoices, appliance manuals and exploded diagrams on the job, warehouse inventory with low-stock reminders, unlimited contractors, margin and inventory reports, call recording.
Pro — $129/month, 3 users included: everything in Basic plus a shared company warehouse, company-wide shopping list, technician scheduling and assignment, team roles and permissions, reporting by technician.
Paid plans include a 7-day trial. Card processing on customer payments: 3.4% + $0.30 per successful transaction.
Basic — $29/month, 1 seat: everything in Solo plus AI-generated invoices, appliance manuals and exploded diagrams on the job, warehouse inventory with low-stock reminders, unlimited contractors, margin and inventory reports, call recording.
Pro — $129/month, 3 users included: everything in Basic plus a shared company warehouse, company-wide shopping list, technician scheduling and assignment, team roles and permissions, reporting by technician.
Paid plans include a 7-day trial. Card processing on customer payments: 3.4% + $0.30 per successful transaction.
Free Trial
Yes
Free Version
Yes
Pricing Details
$499 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Taskrol
Country
United States
Website
taskrol.com
Vendor Details
Company Name
WEX Field Service Management
Founded
2012
Country
United States
Website
www.wexfsm.com
Product Features
Appliance Repair
Taskrol is a specialized software solution designed specifically for appliance repair businesses. Each service call includes detailed information about the appliance, such as its brand, model, and serial number, which can be easily captured using the camera. Technicians can access a comprehensive parts catalog tailored to the specific model, allowing them to identify OEM part numbers and check both van and warehouse inventory without leaving the job site. Customers must approve the diagnostic fee prior to the assessment, after which they can choose from various estimate options; once an estimate is approved, it automatically converts into an invoice that can be settled on-site. Warranty return visits are linked to the original service call and do not contribute to job counts. For those on paid plans, service manuals are readily accessible from the job interface. The Solo plan offers a lifetime free option for a single technician, requiring no credit card information or trial period, while paid subscriptions begin at $29 per month and come with a 7-day trial option.
Product Features
Electrical Estimating
Billing & Invoicing
Yes
Change Orders
No
Cost Database
Yes
Project Management
No
Quotes / Proposals
Yes
Takeoff
No
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
No
Collaboration Tools
No
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
Yes
Fast Estimates
No
Inventory Management
No
Invoices
Yes
Lead / Opportunity Management
No
Online Payments
Yes
Order Management
No
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
No
Time Tracker
Yes
Visit Scheduling
Yes
Workflow Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC Estimating
Billing & Invoicing
Yes
Commercial/Industrial
No
Cost Database
Yes
Data Import / Export
Yes
Equipment Maintenance
Yes
Financing Management
Yes
Labor Rates
Yes
Quotes/Proposals
Yes
Scheduling
Yes
Takeoff
No
Plumbing
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
Call Center Management
No
Contract Management
Yes
Customer Database
Yes
Inventory Control
No
Job Management
Yes
Job Tracking
Yes
Mobile Access
Yes
Routing
Yes
Scheduling
Yes
Self Service Portal
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
For Builders
No
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
